Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.9B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,632
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$16.7M
3
+$10.1M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$10.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.18M

Top Sells

1
+$26.1M
2
+$5.25M
3
+$3.45M
4
IBM icon
IBM
IBM
+$3.3M
5
MPC icon
Marathon Petroleum
MPC
+$2.88M

Sector Composition

1 Healthcare 4.45%
2 Technology 3.81%
3 Industrials 3.65%
4 Energy 3.43%
5 Consumer Staples 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-7,648
1502
– –
-128
1503
$0 ﹤0.01%
+7
1504
– –
-950
1505
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-1,828
1506
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-79
1507
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-15
1508
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-27
1509
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-135
1510
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-1,700
1511
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-10,213
1512
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-2,372
1513
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-511
1514
– –
-71
1515
– –
-280
1516
– –
-86
1517
– –
-250
1518
– –
-600
1519
– –
-96
1520
$0 ﹤0.01%
18
1521
– –
-23
1522
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-237
1523
– –
-1,811
1524
– –
0
1525
– –
-120
59 60
61
62 63